Skip to main content

Getting started

From sign-up to your first booking.

11 steps, in order. Steps 1 to 6 happen in your Salony account, steps 7 to 11 in your dashboard. Each ends with what you should now see.

  1. In your Salony account

    Step 1: Create your Salony account

    You'll have: A personal sign-in that will own your salon.

    Where: Salony account > Sign up

    The Create your account form in the Salony account: name, email, mobile, password and the Create account button
    Create your account
    1. Action 1: Press Start free on this site, or open the Salony account sign-up page.
    2. Action 2: Enter Your name, Email, Password and Confirm password. Your phone number is optional.
    3. Action 3: Tick the box to accept the terms.
    4. Action 4: Press Create account.
    5. Action 5: Open the email we send you and press the confirm link.

    Check it worked: My Salons no longer shows the Confirm your email banner, and Set up a salon can be pressed.

    Note: Not seeing the email? Press Resend on the banner. The link works once and lasts a day.

    Next: Set up a salon

  2. Step 2: Set up a salon

    You'll have: Your salon exists on a plan, ready for its details.

    Where: Salony account > My Salons > Set up a salon

    The Set up a salon page with the salon name, the three plans and the agreement box
    Set up a salon: name, plan, agreement
    1. Action 1: Press Set up a salon.
    2. Action 2: Enter the salon name. The phone number is optional.
    3. Action 3: Choose a plan: Solo, Salon or Salon Pro. Multi-site is arranged by conversation, so press Talk to us if that is you.
    4. Action 4: Tick the salon terms and data agreement.
    5. Action 5: Press Continue.

    Check it worked: The setup page opens with five steps listed and none ticked yet.

    Note: Salony is in early access. Your salon is free while that lasts, and we tell you before billing starts. Nothing is charged until then.

    Next: Business information

  3. Step 3: Business information

    You'll have: Clients see the right name, phone and address on every confirmation and on your booking page.

    Where: Salony account > Your salon > Setup > Business information

    The setup page with step 1, Business information, open
    Setup step 1: Business information
    1. Action 1: Enter the salon name, phone, address line, town and postcode.
    2. Action 2: Press Save.

    Check it worked: Step 1 on the setup page shows a tick.

    Next: Opening hours

  4. Step 4: Opening hours

    You'll have: The Diary and your booking page only offer times you are open.

    Where: Salony account > Your salon > Setup > Opening hours

    The setup page with step 2, Opening hours, showing a Tuesday to Saturday week
    Setup step 2: Opening hours
    1. Action 1: Switch on each day you trade.
    2. Action 2: Set the opening and closing time for each day.
    3. Action 3: Press Save.

    Check it worked: Step 2 shows a tick.

    Note: These are salon hours. Each team member gets their own working pattern later, inside those hours.

    Next: Add your services

  5. Step 5: Add your services

    You'll have: Clients can pick what to book.

    Where: Salony account > Your salon > Setup > Services

    The setup page with step 3, Services, after a template import
    Setup step 3: Services from a template
    1. Action 1: Press Quick import from templates and choose hair, beauty, nails, barber, aesthetics or spa.
    2. Action 2: Untick anything you do not offer.
    3. Action 3: Or press Add a custom service and enter a name, duration and price.
    4. Action 4: Press Save.

    Check it worked: Step 3 shows a tick and at least one service is listed.

    Tip: You can refine categories, deposits and patch-test rules later under Services in the dashboard. Get a working menu first.

    Next: Dashboard sign-in and payment method

  6. Step 6: Dashboard sign-in and payment method

    You'll have: You can open the dashboard, and Salony knows how you take money.

    Where: Salony account > Your salon > Setup > Dashboard sign-in and Payment method

    The setup page with all five steps ticked and the Open dashboard button
    Setup complete: Open dashboard
    1. Action 1: Confirm your dashboard Username and set a Password.
    2. Action 2: Press Save.
    3. Action 3: Choose In the salon as your payment method. Cash or card at the desk, nothing to set up.
    4. Action 4: Press Save.

    Check it worked: All five steps show a tick, you are bookable for every service, and Open dashboard appears.

    Note: Online payments through Salony are a later switch in Settings. Nothing stops you taking bookings today.

    Next: Open your dashboard and meet Today

  7. In your Dashboard

    Step 7: Open your dashboard and meet Today

    You'll have: You know the screen you will live on.

    Where: Dashboard > Today

    The Today screen on a phone with the floor list and the Today, Diary, Clients and More tabs
    Today, with the four tabs at the bottom
    1. Action 1: Press Open dashboard. You are signed in and land on Today.
    2. Action 2: On a phone, the bar at the bottom is Today, Diary, Clients and More. Everything else lives under More.
    3. Action 3: On a computer, the same items sit down the left side, with Team, Services, Products, Offers and loyalty, Payments, Settings and Report Issue below them.

    Check it worked: Today shows your salon name and an empty floor.

    Next: Add your team

  8. Step 8: Add your team

    You'll have: Each person has their own sign-in and their own column in the Diary.

    Where: Dashboard > More > Team > Add team member

    The Add team member form in the dashboard
    Team: Add team member
    1. Action 1: Open More, then Team, then press Add team member.
    2. Action 2: Enter their name, email, phone, role (team member, team lead or manager) and who they report to.
    3. Action 3: Press Save.
    4. Action 4: Copy the username and password shown. They appear once. Pass them on to the person.
    5. Action 5: Open their record, set their working pattern, and tick the services they do.

    Check it worked: The Diary week view shows a column for each person.

    Caution: Someone who rents a space from you is not added here. Invite them from your Salony account under your salon, then Space renters.

    Next: Take a booking yourself

  9. Step 9: Take a booking yourself

    You'll have: A phone or walk-in booking takes under a minute.

    Where: Dashboard > Diary > New booking

    The third New booking screen: client details and the payment choice
    New booking: client and payment
    1. Action 1: Open Diary and press New booking. On a phone, press the + button.
    2. Action 2: Choose the service.
    3. Action 3: Choose the team member.
    4. Action 4: Pick a free time. Only times when they are free and the salon is open are shown.
    5. Action 5: Enter the client's name and their phone or email.
    6. Action 6: Choose Collect on the day. That means cash or card at the desk.
    7. Action 7: Add a note if you need one, then press Confirm.

    Check it worked: The booking appears in the Diary and the client receives a confirmation email.

    Next: Put online booking in front of clients

  10. Step 10: Put online booking in front of clients

    You'll have: Clients book themselves, day or night.

    Where: Dashboard > More > Settings > Embed

    The Embed card in Settings with the booking link and website snippet
    Settings: Embed
    1. Action 1: Open Settings, then the Embed card.
    2. Action 2: Copy the booking page link and share it in messages, on social media or in your bio.
    3. Action 3: To put booking on your own website, copy the website snippet and paste it where your site builder lets you add code. The Online booking area has steps for each builder.
    4. Action 4: Open the link on your phone and book a test slot as a client.

    Check it worked: The test booking lands on Today and in the Diary.

    Next: Add your logo and switch on reminders

  11. Step 11: Add your logo and switch on reminders

    You'll have: Confirmations carry your logo and clients get a reminder before they are due.

    Where: Dashboard > More > Settings

    The Booking policy card with confirmation and reminder switches
    Settings: Booking policy
    1. Action 1: Open Settings, then Salon info, and upload your logo (JPG, PNG, GIF or WebP, up to 2 MB).
    2. Action 2: Open the Booking policy card.
    3. Action 3: Tick the confirmation email and set how long before a booking the reminder goes.
    4. Action 4: Press Save.
    5. Action 5: If you keep your own calendar, open the Integrations card and connect Google Calendar. Bookings copy to it one way.

    Check it worked: Book another test slot and open the confirmation email. Your logo is at the top.

  12. You're set up. What next?